RIA Data Center

Use this interactive rankings tool to find key information on fee-only registered investment advisory firms*.

Sort by business name or assets under management, or use the filters offered to tailor the entire RIA universe to your liking.

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Lutz Financial$497,940$491,854,842$134,553,817$626,408,659
2Cambridge Advisors Inc$419,745$292,474,103$16,038,153$308,512,256
3America First Investment Advisors$503,426$298,531,529$0$298,531,529
4Allen Capital Group, LLC$76,845$254,973,084$0$254,973,084
5Pflug Koory$1,691,498$131,550,559$47,748,242$179,298,801
6Prairie Wealth Advisors, Inc.$272,139$137,881,152$35,471,294$173,352,446
7Oldfather Financial Services$315,779$131,859,386$2,030,892$133,890,278
8True Measure Wealth Management$387,254$125,857,464$0$125,857,464
9Walnut Private Equity Partners, LLC$52,197,396$104,394,792$0$104,394,792
10Bazis & Young Investment Group LLC$246,432$81,729,036$20,293,749$102,022,785

Showing 1 to 10 of 10 entries

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Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.

For more information about the RIA Data Center, please contact InvestmentNews Data.

Reprints: For reprints of these rankings, please contact Laura Picariello.

*Methodology: InvestmentNews qualified 1,778 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2016. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2016, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.

Database last updated on December 5, 2016.